What we do
Originate, evaluate, and execute.
Acquisition opportunities identified, financed, and taken through to closing.
ExitsPosition, engage, and close.
Companies positioned, buyers engaged, and the sale process managed end to end.
CapitalRaise and structure debt capital.
Growth, acquisition, and strategic financing structured around the transaction.
M&A Advisory
Acquisitions and exits.
Buy-side
Representing the buyer
For sponsors, family offices, and strategic buyers. We originate, evaluate, and execute acquisitions that fit defined investment criteria.
Discuss an acquisition mandate →Sell-side
Representing the owner
For owners evaluating a sale, recapitalization, or strategic transaction. We prepare the opportunity, engage the right buyers, and manage the process to closing.
Discuss an exit →Deal Origination
Proprietary opportunities don’t start with a listing
NorthBridge originates acquisition opportunities around defined investment criteria. We identify businesses that fit the mandate, engage owners directly, qualify interest, and develop opportunities before bringing the right conversations to our clients. Our process is built around the buyer’s thesis: sector, geography, revenue, EBITDA, transaction size, and ownership profile, rather than simply forwarding whatever happens to be on the market.
Institutional sourcing - built around an acquisition thesis, not a database of listings.
- 01
Define the Mandate
Establish investment criteria, transaction parameters, target profile, sector focus, geography, size, and acquisition thesis.
- 02
Map the Market
Build a targeted universe of businesses aligned with the mandate, including companies outside traditional marketed processes.
- 03
Originate
Conduct direct owner outreach and develop conversations with potential acquisition targets.
- 04
Qualify
Evaluate strategic fit, ownership objectives, transaction readiness, and initial economics before advancing the opportunity.
- 05
Execute
Facilitate the right conversations and support the process through analysis, negotiation, diligence, financing where applicable, and closing.
Sectors
Where we specialize.
We focus our M&A and capital work on four sectors, where our relationships with owners, buyers, and capital sources run deepest.
Capital Advisory
Capital, when the transaction calls for it.
When a transaction needs financing, we structure and raise the debt capital around it: acquisitions, recapitalizations, and refinancings from $5M to $100M+, engaging institutional and non-bank capital sources.
Capital advisory →Market Outlook
The market, as it stands today.
Six reads on deal activity, credit, and the sectors we work in, refreshed at the start of every month. Each one dates its figures and links to the source behind them.
How We Work · Who We Work With
Every transaction starts with the structure.
We don’t start with a product. We start with the transaction: what you’re trying to accomplish, the economics behind it, and the capital or counterparties required to get there.
How we work
- 01
Understand
We start with the objective: what a successful outcome actually looks like for the transaction.
- 02
Position
We develop the transaction strategy and positioning around the opportunity.
- 03
Originate & Market
We identify and engage the appropriate buyers, sellers, or acquisition targets suited to the transaction.
- 04
Execute
We manage negotiation, diligence, financing where applicable, documentation, and closing.
- 01
Assess
We start with the objective, financial profile, existing capital structure, financing requirement, and timing.
- 02
Structure
We determine the appropriate debt structure, position the opportunity, and develop the strategy for taking the transaction to market.
- 03
Raise
We engage banks, private credit firms, specialty finance companies, family offices, private investors, and other appropriate debt capital sources.
- 04
Execute
We manage capital-source engagement, term evaluation, negotiation, diligence, documentation, and execution through closing.
Who we work with
Business Owners
Owners evaluating an acquisition, recapitalization, capital transaction, strategic alternative, or exit.
Private Equity & Independent Sponsors
Financial buyers pursuing platform acquisitions, add-ons, recapitalizations, and other lower-middle-market transactions.
Family Offices
Investors pursuing direct acquisitions and other private-market transactions.
Strategic Buyers
Corporations and established operators pursuing acquisitions aligned with strategic objectives.
Established Companies
Lower-middle-market companies pursuing acquisitions, refinancings, recapitalizations, growth initiatives, and other strategic transactions.
We typically advise established companies, investors, and sponsors on transactions ranging from $5M to $100M+, with a focus on situations where structure, execution, and access to the right counterparties matter. $5M to $100M+ refers to NorthBridge’s target transaction range, not a universal definition of lower-middle-market company revenue.
Let’s discuss the transaction.
Whether you’re buying, selling, or structuring capital, start with the opportunity.